How big is Nerantzis Investment Advisory Group's plan?

Nerantzis Investment Advisory Group's plan reported $1.4M in assets and 3 participants for 2025.

Original filing (PDF)20260520091753NAL0001818640001

Nerantzis Investment Advisory Group

Name: Nerantzis Investment Advisory Group — Tony Nerantzis, Form 5500 (2025)
Creator: Nerantzis Investment Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tony Nerantzis Associates 401(k) Plan

401(k) retirement plan · Nerantzis Investment Advisory Group's Tony Nerantzis Associates 401(k) Plan held $1.4M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Nerantzis Investment Advisory Group's EIN is 83-3458406.

EIN 83-3458406

Plan number 001

Plan year 2025

ACK ID 20260520091753NAL0001818640001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nerantzis Investment Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nerantzis Investment Advisory Group's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NERANTZIS INVESTMENT ADVISORY GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score